2025-10-06T11:22:52-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 410871191 SHEET METAL #10 BENEFIT FUND SHEE 6517700991 1681 EAST COPE AVE SUITE B MAPLEWOOD MN 55109 MATT FAIRBANKS CHAIRMAN 6517700991 2025-10-01 1 0 STACY MEYER P00970265 6123764500 2025-10-01 2024 2025-03-06 01:10:19Z MATT FAIRBANKS 1681 EAST COPE AVE SUITE B MAPLEWOOD MN 55109 83333439 0 X WWW.SMW10.ORG X 1952 MN TO PROVIDE HEALTH BENEFITS. 8 0 0 10 0 0 0 0 64129464 67918366 3762111 3354220 27260 28587 67918835 71301173 0 0 60743478 62851280 6724 5142 0 0 0 885330 905048 61635532 63761470 6283303 7539703 89216841 100987993 0 0 89216841 100987993 PAYMENT OF HEALTH, PRESCRIPTION DRUGS, LIFE, DENTAL, VISION AND DISABILITY BENEFITS FOR PARTICIPANTS AND DEPENDENTS. 0 0 PROVIDE SELF-FUNDED AND INSURED BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 1 0 1 0 0 0 1 1 0 1 1 1 0 0 0 X SHEILA RICE 6517700991 1681 EAST COPE AVENUE B MAPLEWOOD MN 55109 MATT FAIRBANKS CHAIRMAN 1.00 52.00 X X 0 179183 129608 MICHAEL CORCORAN TRUSTEE 1.00 X 4016 0 0 COLIN BEERE TRUSTEE 1.00 41.00 X 0 137189 101222 JOHN QUARNSTROM SECRETARY 1.00 39.00 X X 0 285421 41067 MICHAEL JENSON TRUSTEE 1.00 X 0 0 0 ANDY GRAHAM TRUSTEE 1.00 X 0 0 0 RASHID KADIR TRUSTEE 1.00 1.00 X 0 0 0 PETER LEITSCHUH TRUSTEE 1.00 X 2102 0 0 JASON DAMMAN ALTERNATE TRUSTEE 1.00 44.00 X 0 151392 110718 CASEY MEINHARDT ALTERNATE TRUSTEE 1.00 39.00 X 0 128198 22279 6118 881383 404894 0 0 1 0 SHEET METAL CONTROL BOARD 1681 EAST COPE AVENUE SUITE B MAPLEWOOD MN 55109 ADMINISTRATION 532387 WILSON-MCSHANE CORPORATION 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 CLAIMS ADMINISTRATION 530212 2 EMPLOYER CONTRIBUTIONS 900099 55164931 55164931 PARTICIPANT CONTRIBUTIONS 900099 7939764 7939764 PRESCRIPTION DRUG REBATES 900099 3376619 3376619 STOP LOSS REFUNDS 900099 1437052 1437052 67918366 3253290 3253290 12133196 12032266 100930 100930 100930 OTHER INCOME 900099 28587 28587 28587 71301173 67946953 0 3354220 62851280 5142 524784 71429 33075 74220 90534 52105 13068 19114 FEES MANDATED BY ACA 21719 SUBSCRIPTION AND DUES 5000 63761470 821652 2712536 6531944 4792043 69557644 77935503 12305601 15547911 89216841 100987993 0 0 X 0 0 0 0 89216841 100987993 89216841 100987993 89216841 100987993 7539703 4231449 0 X X 0 1 X 1 0 0 COMMON COLLECTIVE TRUST 1885521 F LIMITED LIABILITY COMPANY 13662390 F 15547911 X 75458402 4231449 4231449 71226953 74220 74220 71301173 63687250 0 63687250 74220 74220 63761470 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 JOHN QUARNSTROM SECRETARY 0 278375 0 0 0 7046 0 22428 0 18639 0 326488 0 0 MATT FAIRBANKS CHAIRMAN 0 179183 0 0 0 0 0 94252 0 35356 0 308791 0 0 JASON DAMMAN ALTERNATE TRUSTEE 0 151392 0 0 0 0 0 80414 0 30304 0 262110 0 0 COLIN BEERE TRUSTEE 0 137189 0 0 0 0 0 73443 0 27779 0 238411 0 0 CASEY MEINHARDT ALTERNATE TRUSTEE 0 121234 0 390 0 6574 0 3640 0 18639 0 150477 0 0 PART I, LINE 3 FOR MATT FAIRBANKS, JASON DAMMAN, AND COLIN BREERE'S COMPENSATION IS DETERMINED BY THE INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS LOCAL UNION 10 COMPENSATION POLICY. FOR JOHN QUARNSTROM AND BLAKE PARSONS THE BOARD OF DIRECTORS OF SMARCA DETERMINES COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN ULTIMTAE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO SHEET METAL CONTROL BOARD AS THE CONTRACT ADMINISTRATOR OF THE PLAN. FORM 990, PART VI, SECTION A, LINE 7A UNION TRUSTEES ARE APPOINTED BY THE BUSINESS MANAGER OF THE UNION AND EMPLOYER TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THEIR ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES CONSTANTLY MONITOR THE ACTIONS OF EVERY TRUSTEE TO VERIFY THEY ARE AVOIDING ANY CONFLICT OF INTEREST OR APPEARANCE OF ANY CONFLICT OF INTEREST. THE TRUSTEES WILL SEEK LEGAL ADVICE REGARDING ANY CONFLICTS OF INTEREST THEY ENCOUNTER IN FULFILLING THEIR DUTIES TO THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO ITS PARTICIPANTS AND BENEFICIARIES UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. CITY OF MINNEAPOLIS FINANCE CITY OF ST PAUL OFFICE OF FINANCIAL SERVICES CONSTRUCTION CAREERS FOUNDATION METRO AREA SHEET METAL JATC ( METROPOLITAN SHEET METAL JOURNEYMAN AND APPRE 3554 WHITE BEAR AVE NORTH WHITE BEAR LAKE MN 55110 411515215 TRAINING PROGRAMS FOR SHEET METAL WORKERS MN 501(C)(3) 170(B)(1)(A)(II) N/A 0 SHEET METAL LOCAL #10 CONTROL BOARD 1681 EAST COPE AVENUE SUITE B MAPLEWOOD MN 551092631 411392797 TO PROVIDE ADMINISTRATIVE SERVICES MN 501(C)(5) N/A 0 SMARCA INC SPECIAL SCHOOL DIST #1 (MINNEAPOLIS PUBLIC SCHOOLS) ST PAUL PUBLIC SCHOOLS UNIVERSITY OF MINNESOTA SHEET METAL WORKERS L-10 M-BA SHEET METAL WORKERS' LOCAL 10 PENSION FUND 1681 EAST COPE AVENUE SUITE B MAPLEWOOD MN 551092631 411562581 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. MN 401(A) N/A 0 SHEET METAL LOCAL 10 SUPPLEMENTAL RETIREMENT FUND 1681 EAST COPE AVENUE SUITE B MAPLEWOOD MN 551092631 416162383 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS. MN 401(A) N/A 0 SHEET METAL #10 SAFE PLAN 1681 EAST COPE AVENUE SUITE B MAPLEWOOD MN 551092631 030482434 TO PROVIDE BENEFITS DURING FINANCIAL EMERGENCIES. MN 501(C)(9) N/A 0 4-SEASON AIR LLC ADMIRAL RADON & MECHANICAL SERVICES LLC ADVANCED DESIGN CONTRACTING LLC AIRTECH THERMEX LLC APEX MECHANICAL LLC ARMOR MECHANICAL LLC BALANCED OUT LLC CBA WORKFORCE SOLUTIONS LLC CUSTOM METAL INNOVATIONS LLC DG SOLEM & SONS LLC DIVERSE CONSTRUCTION SERVICES LLC DNS PLUMBING & HEATING LLC DOWNTOWN MECHANICAL LLC ERECTOR METALS LLC EVER LLC DBA CLIMATE MAKERS FLAT ROOF GUYS LLP FLOW DYNAMIC BALANCING LLC FLYNN MIDWEST LP GENERAL SHEET METAL COMPANY LLC GILBERT MECHANICAL CONTRACTORS LLC GO FETSCH MECHANICAL LLC HYBRID MECHANICAL LLC INDEPENDENCE HEATING & COOLING LLC INNOVATIVE BUILDING CONCEPTS LLC KARPE MECHANICAL LLC KRAFT CONTRACTING LLC DBA KRAFT MECHANICAL LLC MAJOR MECHANICAL LLC MIDWESTERN'S BAETE-FORSETH LLC MODERN HEATING & AIR CONDITIONING LLC MUZA SHEET METAL COMPANY LLC NORTHERN COMMERCIAL SERVICES LLC PALEN KIMBALL LLC PIONEER MECHANICAL LLC PREVENTIVE MECHANICAL SERVICES LLC QCMF LLC DBA QUALITY SHEET METAL FABRICATORS SHEET METAL 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INC COMMERCIAL KITCHEN SERVICES CORP COMMERCIAL PLUMBING & HEATING COMMERCIAL ROOFING AND SHEET METAL INC COMMERCIAL ROOFING INC COOL AIR MECHANICAL INC COOLING & HEATING UNLIMITED INC CORPORATE MECHANICAL INC CORVAL CONSTRUCTORS INC CROWN CORR INC CUSTOM STAINLESS STEEL INC DAKOTA METAL FABRICATION INC DIVISION V SHEET METAL INC DMC PLUMBING & HEATING INC DP FABRICATION EGAN COMPANIES INC DBA EGAN COMPANY ELANDER MECHANICAL INC ERICKSON PLUMBING HEATING COOLING INC FAIRCON SERVICE COMPANY FD WALSH'S INC GAGNON INC GALAXY MECHANICAL INC GENERAL HEATING & MECHANICAL INC (GENERAL HEATING & ENGINERING) GREAT LAKES MECHANICAL INC GREENMAN HEATING & RFG INC GREENMAN INC DBA GREENMAN HVAC GTS HVAC INC HARRIS ROCHESTER INC HARRIS ST PAUL INC HARTY MECHANICAL INC HINDING HEATING AIR & ELECTRIC INC HORWITZ INC DBA (HORWITZ NSI) IRON RANGE PLUMBING AND HEATING J F AHERN CO JA BENNER LIMITED DBA SYSTEMS MANAGEMENT & BALANCING OF MINNESOTA JAMAR COMPANY JOE & SONS SHEET METAL INC JOHN A DALSIN & 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MECHANICAL SYSTEMS INC P & R PLUMBING AND HEATING INC PALMER WEST CONSTRUCTION COMPANY INC PCR BUILDERS ARCHITECTURAL METALS PETERSON MECHANICAL INC PETERSON SHEET METAL PIONEER POWER INC PRAIRIE TECHNOLOGIES INC OF MN DBA HUMERATECH PREMIER TEST & BALANCE INC RADOTICH INC RAINVILLE-CARLSON INC RANDALL'S HEATING & COOLING INC RANGE CORNICE & ROOFING COMPANY RANGE CORNICE HEATING & SHEET METAL INC ROBERT GIBB & SONS INC ROOF TECH INC S R MECHANICAL INC SAYLER HEATING AND AIR CONDITIONING INC SCHADEGG MECHANICAL INC SEASONAL CONTROL MECH DIV INC SENTRA-SOTA SHEET METAL INC SHANNON'S INC SHEET METAL CONNECTORS INC SHERIDAN SHEET METAL COMPANY SKOGEN MECHANICAL SPRIGGS MECHANICAL INC ST CLOUD REFRIGERATION INC SYSTEMS MANAGEMENT & BALANCING OF MINNESOTA (MARCUS GLOBAL INC) TESSIER'S INC TEST & BALANCE ASSOCIATES INC TEST & BALANCE SOLUTIONS INC THELEN HEATING & ROOFING INC TOTAL AIR INC TOTAL MECHANICAL SERVICES INC TRUE MECHANICAL MN INC TWEET-GAROT MECHANICAL INC US MECHANICAL INC UHL 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